The fight for share will continue far into the future. And an order for A320-family jets isn’t something
Friday, A
irbus
(AIR. France) បានប្រកាស orders for 292 A320-family aircraft with
ក្រុមហ៊ុនអាកាសចរណ៍ភាគខាងកើតប្រទេសចិន
(CEA),
ក្រុមហ៊ុនអាកាសចរណ៍ចិនភាគខាងត្បូង
(ZNH,) and Shenzhen Airlines.
All three airlines already fly A320-family jets. They also all fly Boeing 737-model jets. Boeing planes account for about 45% of the single-aisle jets those carriers are now using.
That lines up, very roughly, with the two aircraft makers’ shares of the single-aisle market. Boeing has about 4,100 unfilled orders for 737 jets, while Airbus has roughly 5,800 for A320 and A321 planes. That gives Airbus roughly 58% of orders, although both companies keep track of orders a little differently.
Boeing has had some single-aisle success lately too, succeeding in ត្រឡប់ an Airbus customer back in May.
ក្រុមហ៊ុន British Airways
ឪពុកម្តាយ
ក្រុមហ៊ុនអាកាសចរណ៍បង្រួបបង្រួមអន្តរជាតិ
(IAG. London) បញ្ជា 50 Boeing 737 MAX jets, with options for a further 100 aircraft. Currently, IAG flies only Airbus jets in the single-aisle market where Boeing and Airbus compete.
Airbus stock rose 3% in overseas trading Friday. Boeing stock, however, made headway too, rising about 1.5% in late trading Friday. The
អេស & ភី ៥០០
និង
Dow Jones ឧស្សាហកម្មមធ្យម
ទាំងពីរបានកើនឡើងប្រហែល 0.7% ។
The trading action goes to show the Airbus win isn’t really bad news for Boeing. And that is very good for Boeing investors. They don’t want any more bad news.
Boeing investors had a terrible first half of the year: Shares dropped 32%, falling significantly both times the company reported earnings. The stock lost 4.8% in January after Boeing’s fourth-quarter 2021 results fell short of Wall Street’s expectations. They fell 7.5% in late April after the company, again, reported a much wider loss than expected for the ត្រីមាសទី ១ ឆ្នាំ ២០១៩.
Airbus stock didn’t have a great first half of the year either, falling about 18%.
The bottom line is that the commercial aerospace industry still is facing Covid related headwinds. And the recovery in airline traffic simply didn’t materialize as fast as investors expected, Bank of America analyst Andrew Andrewin ប្រាប់ របស់បារុន.
China’s second-quarter battle with Covid-19 certainly played a role in the delayed recovery. Areas including Shanghai were locked down for weeks as officials battled infections.
Yet Wall Street still holds out hope for Boeing stock. More than 80% of analysts covering the company rate shares Buy, while the ជាមធ្យម សមាមាត្រការទិញ-វាយតម្លៃសម្រាប់ភាគហ៊ុននៅក្នុង S&P 500 គឺប្រហែល 58% ។
អ្នកវិភាគមធ្យម គោលដៅតម្លៃ is about $216 a share, up about 55% from current levels.
For Boeing stock to hit those heights, it won’t have to take market share from Airbus. Boeing just needs to put its own house in order and do things like start delivering the 787 jet again. Deliveries have been on hold as Boeing works through manufacturing quality problems with the Federal Aviation Administration.
សរសេរទៅអាល់រ៉ូលនៅ [អ៊ីមែលការពារ]